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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,433 | $210,991-65.7% | $153,741-52.9% | $145,897-50.4% |
| Participation rate | 66.7% | 82.1%-15.5pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 7.53% | 13.46%-5.9pp | 15.71%-8.2pp | 552.29%-544.8pp |
| Employer contribution / active EE | $1,669 | $6,057-72.5% | $5,042-66.9% | $4,663-64.2% |
| Participant deferral / active EE | $2,206 | $7,979-72.4% | $6,757-67.3% | $6,689-67.0% |
| Admin fee / account holder | $471,384 | $19,490+2318.6% | $12,749+3597.5% | $13,390+3420.3% |